CHCT vs. CTRE
CHCT (Community Healthcare Trust Incorporated) and CTRE (CareTrust REIT, Inc.) are both stocks. Both operate in the REIT - Healthcare Facilities industry within the Real Estate sector. Over the past 10 years, CHCT returned 5.41%/yr vs 16.71%/yr for CTRE. At a 0.46 correlation, their price movements are largely independent.
Performance
CHCT vs. CTRE - Performance Comparison
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Returns By Period
In the year-to-date period, CHCT achieves a 14.98% return, which is significantly higher than CTRE's 8.45% return. Over the past 10 years, CHCT has underperformed CTRE with an annualized return of 5.41%, while CTRE has yielded a comparatively higher 16.71% annualized return.
CHCT
- 1D
- 2.00%
- 1M
- 2.70%
- YTD
- 14.98%
- 6M
- 20.95%
- 1Y
- 18.17%
- 3Y*
- -9.04%
- 5Y*
- -11.60%
- 10Y*
- 5.41%
CTRE
- 1D
- 3.49%
- 1M
- -5.69%
- YTD
- 8.45%
- 6M
- 7.78%
- 1Y
- 31.75%
- 3Y*
- 31.92%
- 5Y*
- 15.98%
- 10Y*
- 16.71%
CHCT vs. CTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHCT Community Healthcare Trust Incorporated | 14.98% | -3.87% | -21.48% | -21.51% | -20.70% | 4.12% | 14.31% | 54.97% | 8.85% | 29.92% |
CTRE CareTrust REIT, Inc. | 8.45% | 39.35% | 26.31% | 27.31% | -13.67% | 7.91% | 13.67% | 16.31% | 15.89% | 14.12% |
Correlation
The correlation between CHCT and CTRE is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since May 21, 2015 | 0.46 |
The correlation between CHCT and CTRE shifts across timeframes, from 0.31 (1 year) to 0.50 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
CHCT:
$481.79M
CTRE:
$8.69B
CHCT:
$0.23
CTRE:
$1.61
CHCT:
79.24
CTRE:
24.13
CHCT:
3.93
CTRE:
17.26
CHCT:
1.14
CTRE:
2.10
CHCT:
$122.11M
CTRE:
$468.13M
CHCT:
$76.59M
CTRE:
$406.50M
CHCT:
$88.98M
CTRE:
$490.99M
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Return for Risk
CHCT vs. CTRE — Risk / Return Rank
CHCT
CTRE
CHCT vs. CTRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Community Healthcare Trust Incorporated (CHCT) and CareTrust REIT, Inc. (CTRE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CHCT | CTRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.60 | ||
| Sortino ratioReturn per unit of downside risk | -0.75 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.24 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.85 | 2.23 | -1.39 |
| Martin ratioReturn relative to average drawdown | 2.23 | 7.50 | -5.27 |
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Drawdowns
CHCT vs. CTRE - Drawdown Comparison
The maximum CHCT drawdown since its inception was -65.70%, roughly equal to the maximum CTRE drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for CHCT and CTRE.
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Drawdown Indicators
| CHCT | CTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.70% | -67.43% | +1.73% |
Max Drawdown (1Y)Largest decline over 1 year | -21.54% | -14.28% | -7.26% |
Max Drawdown (3Y)Largest decline over 3 years | -55.67% | -23.19% | -32.48% |
Max Drawdown (5Y)Largest decline over 5 years | -64.79% | -30.98% | -33.81% |
Max Drawdown (10Y)Largest decline over 10 years | -65.70% | -67.43% | +1.73% |
Current DrawdownCurrent decline from peak | -49.73% | -8.58% | -41.15% |
Average DrawdownAverage peak-to-trough decline | -20.46% | -10.58% | -9.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.17% | 4.24% | +3.93% |
Volatility
CHCT vs. CTRE - Volatility Comparison
The current volatility for Community Healthcare Trust Incorporated (CHCT) is 5.86%, while CareTrust REIT, Inc. (CTRE) has a volatility of 8.46%. This indicates that CHCT experiences smaller price fluctuations and is considered to be less risky than CTRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHCT | CTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.86% | 8.46% | -2.60% |
Volatility (6M)Calculated over the trailing 6-month period | 15.72% | 19.98% | -4.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.85% | 23.92% | +0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.04% | 24.60% | +3.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.48% | 35.38% | -0.90% |
Dividends
CHCT vs. CTRE - Dividend Comparison
CHCT's dividend yield for the trailing twelve months is around 10.67%, more than CTRE's 3.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHCT Community Healthcare Trust Incorporated | 10.67% | 11.48% | 9.60% | 6.78% | 4.93% | 3.65% | 3.58% | 3.84% | 5.57% | 5.57% | 6.62% | 2.81% |
CTRE CareTrust REIT, Inc. | 3.60% | 3.71% | 4.29% | 5.00% | 5.92% | 4.64% | 4.51% | 4.36% | 4.44% | 4.42% | 4.44% | 5.84% |
Financials
CHCT vs. CTRE - Financials Comparison
This section allows you to compare key financial metrics between Community Healthcare Trust Incorporated and CareTrust REIT, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
CHCT vs. CTRE - Profitability Comparison
CHCT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Community Healthcare Trust Incorporated reported a gross profit of 24.90M and revenue of 31.27M. Therefore, the gross margin over that period was 79.6%.
CTRE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported a gross profit of 142.28M and revenue of 142.78M. Therefore, the gross margin over that period was 99.7%.
CHCT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Community Healthcare Trust Incorporated reported an operating income of 19.79M and revenue of 31.27M, resulting in an operating margin of 63.3%.
CTRE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported an operating income of 127.94M and revenue of 142.78M, resulting in an operating margin of 89.6%.
CHCT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Community Healthcare Trust Incorporated reported a net income of 2.55M and revenue of 31.27M, resulting in a net margin of 8.2%.
CTRE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported a net income of 80.21M and revenue of 142.78M, resulting in a net margin of 56.2%.
Frequently Asked Questions
CHCT and CTRE have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTRE has higher volatility (8.46%) compared to CHCT (5.86%). In terms of maximum drawdown, CHCT dropped -65.70% vs CTRE's -67.43%.
CTRE currently has the higher Sharpe Ratio (1.34 vs 0.74), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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